News
Stories 5
Newest first. Open a story for its summary and every source.
| Date | Beat | Story | Sources |
|---|---|---|---|
| Oct 19 | Industry | Gen Z investors halve their trust in advice from AI alone, SIFMA and KPMG report A SIFMA and KPMG study of more than 2,100 U.S. investors finds 52% trust a financial advisor as their main source of investment advice. | SIFMA +2 more |
| Oct 19 | Legal & Regulation | Georgia appeals court lifts Primerica's injunction against Osaic in team dispute Georgia's Court of Appeals vacated an injunction that barred Osaic and Legacy Investment Advisors from using client data a Primerica team allegedly took. | Court of Appeals of Georgia +1 more |
| Oct 15 | Industry | RIA deals fell 17% in the third quarter, ending a seven-quarter streak, DeVoe reports DeVoe & Company counted 77 announced RIA deals in the third quarter, down from 93 a year earlier. | DeVoe & Company +4 more |
| Oct 14 | Industry | Sammons rebrands its $27 billion wealth arm as Criterion, uniting three RIAs Sammons Financial Group renamed its wealth holding company Criterion, putting three RIAs with $27 billion in assets under one parent. | PR Newswire +3 more |
| Oct 14 | Industry | T. Rowe Price hires 50 to court advisors through its wealth channel T. Rowe Price is adding more than 50 client-facing roles to its wealth business to win more business from advisors. | PR Newswire +3 more |